Centerline Wealth Advisors, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 164485
- Registered since
- June 28, 2012
- Website
- www.centerlinewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.24%
- Individuals3.76%
- Corporations / Businesses2.78%
- Other0.99%
- Pension & Profit Sharing Plans0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Centerline Wealth Advisors, LLC is an independent, owner-managed RIA that registered with the SEC in 2012. The firm acts as a capital allocator for both individuals/families and institutional clients and combines portfolio management with financial planning and insurance brokerage. Its advisory services span discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions, along with pension consulting and selection-of-other-advisers work. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Centerline identifies as an active ESG investor and was named a Top RIA Firms pick by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Matthew Hunt
Director of Operations & Chief Compliance OfficerCRD 4586784
Andrew Arnold
CEO & Senior Wealth AdvisorCRD 2424616
Contacts
2 of 2
Jack Wilson
Financial Planning AssociateCRD 7373001
Jeffrey Wood
Wealth Management StrategistCRD 6581954
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$355M in ETFs
32%
$112M
57%
$243M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) | BlackRock | Active | Large Blend | $29.7M | 428,805 | 8.37% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 10200 Forest Green Blvd
- Time zone
- CT (UTC-6)
- Office locations
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